Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 31 | Q2 2024 | 19.8% |
VANGUARD INDEX FDS | 31 | Q2 2024 | 14.5% |
VANGUARD BD INDEX FDS | 31 | Q2 2024 | 25.0% |
VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 8.4% |
SPDR S&P 500 ETF TR | 31 | Q2 2024 | 6.8% |
VANGUARD INDEX FDS | 31 | Q2 2024 | 9.9% |
VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 3.7% |
APPLE INC | 31 | Q2 2024 | 3.4% |
VANGUARD BD INDEX FDS | 31 | Q2 2024 | 2.4% |
MICROSOFT CORP | 31 | Q2 2024 | 1.5% |
View REDW Wealth LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-12 |
N-PX | 2024-08-12 |
13F-HR | 2024-05-01 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-31 |
13F-HR | 2022-07-29 |
View REDW Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.